Fee-only adviser · Montvale, NJ
Signature Wealth Management Partners, LLC
Signature Wealth Management Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Montvale, New Jersey. On its latest Form ADV, filed July 28, 2026, it reports $454M in regulatory assets under management, 423 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 298315 · SEC file 801-113932 |
| Office | 135 Chestnut Ridge Road Suite 1160 Montvale, NJ 07645 |
| Phone | (201) 505-1100 |
| Website | www.signaturewealthmanagement.com |
| Regulatory assets under management | $454M ($452M discretionary) |
| Individual clients | 316 non-high-net-worth, 107 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 28, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Montvale
See all 3 fee-only advisers in Montvale →
Nearby
- Woodcliff Lake 4 firms
- Pearl River 2 firms
- Saddle River 2 firms
- Airmont 1 firm
- Westwood 1 firm
- Ramsey 3 firms
- Ridgewood 3 firms
- Nyack 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Signature Wealth Management Partners, LLC? Update this listing.